See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,353 | $180,449-83.2% | $154,107-80.3% | $135,375-77.6% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -10.76% | 888.09%-898.9pp | 735.12%-745.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $5,364 | $6,035-11.1% | $5,298+1.2% | $4,779+12.2% |
| Participant deferral / active EE | $7,356 | $5,806+26.7% | $5,081+44.8% | $5,609+31.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |